Dynamic Wealth Advisors
Dynamic Wealth Advisors (CRD# 151367) is a financial advisory firm headquartered in Phoenix, AZ. They manage $3,252,482,987 in 12,207 accounts and serve the financial needs of clients across 41 states (or territories).
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Total Assets Under Management3,252MILLION
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Total Number of Accounts12,207ACCOUNTS
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Average Account Value$266,444
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
Veteran financial advisor, Patrick Huey, has founded Victory Independent Planning to help west coast private clients and charitable organizations optimize their financial strategies. Huey is a CERTIFIED FINANCIAL PLANNER™ and Chartered Advisor in Philanthropy®, and holds a Master of Business Administration. The name, Victory Independent Planning, is a nod to Huey's service as a United States Naval Flight Officer: during two oversees deployments, he flew the F-14B Tomcat with the Jolly Rogers Fighter Squadron 103, which uses the radio callsign "Victory."
Patrick Huey, Owner & Principal Advisor, states, "My goal is to be a difference maker for my clients -- helping people and the causes they care about dream and design their financial strategies. Whether it's planning for individual retirement, business succession or helping an organization meet its mission goals, my specialty is charting a course so clients can have maximum impact." He continues, "Our mission is to provide a VIP Experience for our clients -- an effective financial relationship anchored by breadth and depth of expertise, stewardship over sales, independence over corporate interest, proactive and personalized service, and value focus." Huey has over 20 years of leadership experience including more than a decade in financial services. He is the volunteer Treasurer for Portland's Sunshine Division, a food and clothing relief organization and authors History Lessons, a blog drawing on historical anecdotes to teach investment lessons.
Victory Independent Planning offers investment, retirement and philanthropic planning services, and serves clients along the West Coast. Investment advisory services offered through WealthSource Partners, LLC, a registered investment adviser. Registration does not imply any certain level of skill or training.
Mark Johnson (CRD# 2425957) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Salt Lake City, UT and has over 29 years of experience in the finance industry.
Cherie Jolly (CRD# 1980521) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 22 years of experience in the finance industry.
Michelle Kaufman Gulko (CRD# 5174032) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Saddle Brook, NJ and has over 4 years of experience in the finance industry.
William Kimball (CRD# 6861276) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Templeton, CA and has 1 year of experience in the finance industry.
Shannon Larson (CRD# 5904492) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 11 years of experience in the finance industry.
Edward Lebeau (CRD# 2483308) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 28 years of experience in the finance industry.
Zachary Liggett (CRD# 2674092) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Traverse City, MI and has 1 year of experience in the finance industry.
Delvis Llanes (CRD# 5574236) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Miami, FL and has over 13 years of experience in the finance industry.
Jose Longoria (CRD# 2624333) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Mcallen, TX and has over 27 years of experience in the finance industry.